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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in UNIFIED SER TR

Steward Partners Investment Advisory, LLC holds 49,148 shares of MGMT (UNIFIED SER TR), worth $2.5M as of 2026-Q2. The position was decreased (-0.3% shares). MGMT represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.5M

Current Shares

49,148

Total Value Change

+$448,915

Total Shares Change

-4,228

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
49,148
-0.3%
$2.5M0.0%$50.96
0
2026-Q1
Increased
49,313
+24.3%
$2.2M0.0%$47.68
32
2025-Q4
Decreased
39,684
-0.0%
$1.8M0.0%$44.73
0
2025-Q3
Decreased
39,686
-7.1%
$1.7M0.0%$43.85
0
2025-Q2
Decreased
42,729
-8.5%
$1.7M0.0%$39.48
0
2025-Q1
Decreased
46,687
-14.5%
$1.8M0.0%$38.17
0
2024-Q4
Increased
54,631
+2.4%
$2.3M0.0%$41.18
27
2024-Q3
Decreased
53,376
-3.7%
$2.1M0.0%$38.14
0

Other major holders of MGMT: HighTower Advisors, LLC

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